Finance & Billing AutomationPurpose
1.2. Ensures timely invoicing follow-up, automates tracking pending payments, aides in cash flow management.
1.3. Enhances customer communication by automating scheduled notifications for due and overdue bills.
1.4. Supports livery companies in compliance by automating retention and audit logs of communication.
1.5. Reduces late payments by automating multi-channel reminders and escalation alerts.
Trigger Conditions
2.2. Payment due date is approaching or has passed, automating trigger logic (e.g., T-minus 7, 3, and 0 days).
2.3. Payment not marked as received in system, automates overdue workflow.
2.4. Manual flag for sensitive clients to automate custom intervals or channels.
2.5. Recurring scheduled queries automating checks on payment status daily.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: “Programmable SMS API” — configure webhook to automate message sent at trigger.
• Example: POST /Messages with dynamic phone, invoice, and due date variables.
3.2. SendGrid
• Feature/Setting: “Transactional Templates” — automate reminder email via API or SMTP relay.
• Example: POST /mail/send with substitution tags for client, amount, and invoice link.
3.3. Mailgun
• Feature/Setting: “Messages API” — automate overdue notices via POST /messages with auto-fill data.
• Example: Schedule via cron or trigger endpoint.
3.4. Slack
• Feature/Setting: “Incoming Webhooks” — automator posts alerts to finance channels for overdue accounts.
• Example: POST JSON with @mentions and invoice info.
3.5. Microsoft Teams
• Feature/Setting: “Webhook Connector” — automate alert messages to teams for escalated accounts.
• Example: Structured card format message payload.
3.6. HubSpot
• Feature/Setting: “Workflows” — automate email/sms based on invoice properties and overdue status.
• Example: Enroll contact on ‘invoice overdue’ property change.
3.7. Salesforce
• Feature/Setting: “Flow Builder” — automate reminders on Opportunity/Invoice status.
• Example: Triggered flow sends automatic emails or tasks.
3.8. QuickBooks Online
• Feature/Setting: “Reminders” automation — configure API to monitor invoice status and send reminders.
• Example: Endpoint for getInvoices, patch to createReminder.
3.9. Xero
• Feature/Setting: “Invoice Reminders” — automatable trigger via API to send emails/SMS.
• Example: PATCH /invoices/{invoiceID} and schedule reminders.
3.10. FreshBooks
• Feature/Setting: “Late Payment Reminders” — automate from invoice API object when due date reached.
• Example: PATCH /invoices with status check.
3.11. Zoho Books
• Feature/Setting: “Automated Payment Reminders” — utilize Reminders API to automate scheduled runs.
• Example: Configure via API or UI triggers.
3.12. Stripe
• Feature/Setting: “Billing Reminders” — automate using webhooks on invoice events (invoice.due, invoice.payment_failed).
• Example: Automate email/SMS notification flows.
3.13. SAP Business One
• Feature/Setting: “Alerts Management” — automates workflow when due date approaches or passes.
• Example: Setup Query Alerts for overdue invoices.
3.14. Oracle NetSuite
• Feature/Setting: “SuiteFlow” automates reminder workflow for overdue receivables.
• Example: Workflow triggers and scheduled emails.
3.15. Monday.com
• Feature/Setting: “Automations” — automate reminder notification when payment field is past due.
• Example: "When Date arrives, notify Person and Email."
3.16. Trello
• Feature/Setting: “Butler Automation” — automates card comment or email for overdue billing.
• Example: Rule “when due date passed, send email.”
3.17. Google Workspace
• Feature/Setting: “App Script Automation” — scripts to send reminder emails when a sheet entry is overdue.
• Example: Time-driven trigger on invoice spreadsheet.
3.18. Outlook
• Feature/Setting: “Power Automate Flows” — automate scheduled and triggered email reminders.
• Example: Recurrence flow using invoice status filter.
3.19. Pabbly
• Feature/Setting: “Delay & Notification” — automate reminders across connected finance/contact apps.
• Example: Delay by days and auto-trigger action with customer info.
3.20. Intercom
• Feature/Setting: “Automated Series” — automate reminder messages by segmenting overdue clients.
• Example: Trigger via attributes and scheduled messages.
3.21. WhatsApp Business API
• Feature/Setting: “Template Messages” — automate reminders from CRM/ERP triggers via API.
• Example: Send message on due or overdue via unified communication automator.
3.22. Zendesk
• Feature/Setting: “Macros & Triggers” — automates ticket/alert for overdue billing cases.
• Example: Trigger on custom invoice field.
3.23. ActiveCampaign
• Feature/Setting: “Automations” — automate email follow-ups for unpaid invoices.
• Example: Workflow with dynamic wait periods.
3.24. Freshdesk
• Feature/Setting: “Scenario Automations” — automates reminder ticket creation and escalation.
• Example: Trigger rule if ‘status = unpaid’ after X days.
3.25. ClickSend
• Feature/Setting: “SMS API” — automate mass SMS payment reminders for overdue accounts.
• Example: Batch send API with merge fields.
Benefits
4.2. Automatedly increases on-time payments and reduces receivable aging.
4.3. Minimizes manual errors in payment chaser processes using automated reminders.
4.4. Automates cross-channel communication, maximizing chances of client response.
4.5. Supports scaling without increased admin cost due to automatable actions.
4.6. Provides a complete audit log due to automated workflow management, aiding in compliance.
4.7. Automator improves client relationships by standardizing reminder tone and scheduling.
4.8. Enables real-time escalation and oversight with automated internal alerts.
4.9. Customizable for all livery finance models — automating per-client, per-invoice rules.
4.10. Automatedly integrates with existing finance and CRM systems, future-proofing process.